PUREfi Wealth’s iShares Currency Hedged MSCI EAFE ETF HEFA Stock Holding History

PUREfi Wealth’s Portfolio HEFA Stock Details HEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$298K	Sell	6,429 -367	-5%	-$17.2K	0.14%	178
2026 Q2	$319K	Sell	6,796 -234	-3%	-$10.5K	0.18%	146
2026 Q1	$299K	Sell	7,030 -903	-11%	-$38.9K	0.2%	138
2025 Q4	$328K	Hold	7,933	–	–	0.25%	107
2025 Q3	$314K	Sell	7,933 -965	-11%	-$37.2K	0.24%	112
2025 Q2	$338K	Buy	+8,898	New	+$325K	0.27%	99

Other funds holding HEFA

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PUREfi Wealth's HEFA Position: Q3 2026 in Review

PUREfi Wealth reduced its iShares Currency Hedged MSCI EAFE ETF (HEFA) stake by 5.4% in Q3 2026, selling an estimated $17.2K and leaving 6,429 shares worth $298K. The position accounts for 0.14% of the portfolio, ranked #178.

PUREfi Wealth first reported a position in HEFA in Q2 2025 and has held it in 6 quarters since. The position peaked at $338K in Q2 2025. 276 funds tracked by Wall St. Rank hold HEFA as of Q3 2026.

PUREfi Wealth held 6,429 shares of iShares Currency Hedged MSCI EAFE ETF worth $298K as of Q3 2026.
PUREfi Wealth sold 367 iShares Currency Hedged MSCI EAFE ETF shares in Q3 2026, an estimated $17.2K.
iShares Currency Hedged MSCI EAFE ETF made up 0.14% of PUREfi Wealth's portfolio in Q3 2026, its #178 holding.
PUREfi Wealth first reported a position in iShares Currency Hedged MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
PUREfi Wealth's iShares Currency Hedged MSCI EAFE ETF position peaked at $338K in Q2 2025.
276 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI EAFE ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.